CSIA
PSX icon

Carl Stuart Investment Advisor’s Phillips 66 PSX Stock Holding History

Carl Stuart Investment Advisor’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,599
Closed -$346K – 28
2023
Q4 		$346K Sell
2,599
-66
-2% -$7.89K 0.23% 19
2023
Q3 		$317K Buy
2,665
+2
+0.1% +$224 0.26% 15
2023
Q2 		$254K Buy
+2,663
New +$259K 0.19% 16
2023
Q1 		– Sell
-2,863
Closed -$298K – 52
2022
Q4 		$298K Hold
2,863
– – 0.28% 15
2022
Q3 		$265K Hold
2,863
– – 0.23% 15
2022
Q2 		$236K Hold
2,863
– – 0.21% 18
2022
Q1 		$2.47M Hold
2,863
– – 0.18% 21
2021
Q4 		$207K Buy
+2,863
New +$216K 0.15% 27

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carl Stuart Investment Advisor's PSX Position: Q1 2024 in Review

Carl Stuart Investment Advisor sold out of Phillips 66 (PSX) in Q1 2024, closing a stake of 2,599 shares — an estimated $346K sold.

Carl Stuart Investment Advisor first reported a position in PSX in Q4 2021 and held it in 8 quarters. The position peaked at $2.47M in Q1 2022. 1,876 funds tracked by Wall St. Rank hold PSX as of Q1 2024.

  • Carl Stuart Investment Advisor reported no remaining Phillips 66 position as of Q1 2024 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 2,599 Phillips 66 shares in Q1 2024, an estimated $346K.
  • Carl Stuart Investment Advisor first reported a position in Phillips 66 in Q4 2021 and held it in 8 quarters.
  • Carl Stuart Investment Advisor's Phillips 66 position peaked at $2.47M in Q1 2022.
  • 1,876 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2024.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2024, filed 24 Apr 2024.